Instuitional Investor - Stone Point Wealth Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. MSFT 61,670 $23,150,146 7.84%
2.
Vanguard Index Fds - VALUE ETF
92,091 $15,907,838 5.39%
3.
Spdr Series Trust
192,197 $9,815,512 3.32%
4.
Vanguard Scottsdale Funds
99,573 $8,141,088 2.76%
5. JPM 30,767 $7,547,142 2.56%